Bradley
Warner

Cbiz Investment Advisory Services, LLC

CRD#4649039
Investment Advisor
in Media, PA

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About this Advisor

Bradley Warner is a financial advisor working out of Media, Pennsylvania with a total of 5 years of relevant experience. Warner is an employee of Cbiz Investment Advisory Services, LLC. Over the course of their career, Warner has held roles at Tp Investment Advisory Services, LLC, Financial Telesis Inc, Lpl Financial LLC, Global Retirement Partners, Cambridge Investment Research, Inc, Inr Advisory Services, LLC and Cbiz Investment Advisory Services LLC. Warner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Cbiz Investment Advisory Services, LLC is a registered investment business based in Independence, OH. The firm has offices in 16 locations and a total of 91 financial advisors. It controls $7 billion in assets across its 2,122 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,122 accounts, just 14% belong to high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees are based on which services are provided. Fee types billed by Cbiz Investment Advisory Services, LLC can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

115 W State Street Suite 300
Media, PA 19063

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Cbiz Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$6,453,176,238

PA Average: $2,106,341,625
Total Number of Employees

91

PA Average: 34
Total Number of Accounts

2,122

PA Average: 1,972
Average Account Size

$3,041,082

PA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bradley Warner Work History

Bradley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cbiz Investment Advisory Services LLC

2015 - 2017 (2 years)

Cambridge Investment Research, Inc

2015 - 2018 (3 years)

Inr Advisory Services, LLC

2014 - 2015 (1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Global Retirement Partners

2012 - 2014 (2 years)

Financial Telesis Inc

2011 - 2015 (4 years)

Tp Investment Advisory Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Warner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cbiz Investment Advisory Services, LLC

Travis Helmich
Independence, OH
Derek Otremba
Independence, OH
Ryan Wehking
Independence, OH
James Ries
Fairborn, OH
Anna Rathbun
Independence, OH
Alexandra Saywell
Independence, OH
Paula Lewis
Independence, OH
Charles Stout
Independence, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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